See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,359 | $76,407-53.7% | $150,298-76.5% | $82,448-57.1% |
| Participation rate | 45.0% | 66.4%-21.4pp | 77.8%-32.8pp | 68.1%-23.1pp |
| Annual return | 16.09% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,017 | $2,614-61.1% | $4,154-75.5% | $2,551-60.1% |
| Participant deferral / active EE | $2,040 | $3,214-36.5% | $5,453-62.6% | $4,139-50.7% |
| Admin fee / account holder | $4,210 | $6,352-33.7% | $14,116-70.2% | $7,234-41.8% |